CLEARWATER ADVISORS, LLC of BOISE, ID is an SEC-registered investment adviser (CRD 116865). Regulatory assets under management: $4.7B.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| Daniel Bates | CHIEF EXECUTIVE OFFICER; MEMBER | North Vernon, IN |
| Hayley Nicole Nelson | CHIEF COMPLIANCE OFFICER | — |
| C David Dunn | MANAGER | — |
| Rhet Nmn Hulbert | MEMBER | — |
| Michael Kenneth Boren | MEMBER | — |
| David R Boren | MEMBER | — |
| Douglas K Bates | MEMBER | — |
| BATES DOUGLAS K | ADVISORY BOARD; CHIEF FINANCIAL OFFICER; MEMBER | — |
| BOREN DAVID ROBERT | MEMBER | — |
| BOREN MICHAEL KENNETH | ADVISORY BOARD; CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER (+2 more) | — |
| GROWNEY CHRISTOPHER JAMES | DIRECTOR OF SALES AND MARKETING; MEMBER | — |
| DUNN C DAVID | MANAGER | — |
| DUNN JAMES TIMOTHY | ADVISORY BOARD; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER (+1 more) | — |
| BARTLETT JAMES | MEMBER | — |
| BOREN DAVID | CHIEF INVESTMENT OFFICER; MEMBER | — |
| PFISTER BRITTANY LEE | CHIEF COMPLIANCE OFFICER | — |
| RICHARDSON DAVID WAYNE | MEMBER | — |
| HULBERT RHET | MEMBER | — |
| BOREN DAVID R | ADVISORY BOARD; CHIEF INVESTMENT OFFICER; MEMBER | — |
| HULBERT RHET NMN | MEMBER | — |
| BRECHBUHLER CHRISTOPHER ALAN | MEMBER | — |
| Bates Daniel | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| NELSON HAYLEY NICOLE | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 208-996-8176 |
| — | — | 1 | 208-996-8175 |
| — | — | 1 | 208-996-8176 |
| — | — | 1 | 208-996-8175 |